Jason Lockridge
Southern Capital Advisors · Henderson, Tennessee
Jason Lockridge is a fee-only financial advisor at Southern Capital Advisors in Henderson, Tennessee, who holds the CFP credential. Southern Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Southern Capital Advisors |
|---|---|
| Based in | Henderson, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $636.9M across 2,147 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 5094838 |
| Exams passed | Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.southernadvisor.com |
How Jason's firm compares
- Southern Capital Advisors's average account is about $297,000, from its Form ADV (assets managed divided by 2,147 accounts).
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Questions about Jason
Is Jason Lockridge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Southern Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Southern Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jason Lockridge based?
Jason Lockridge is based in Henderson, Tennessee.
What credentials does Jason Lockridge hold?
Jason Lockridge holds the CFP credential.
Is Jason Lockridge registered with the SEC?
Yes. Jason Lockridge is registered as an investment adviser representative in TN (CRD 5094838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Southern Capital Advisors manage?
Southern Capital Advisors reports $636.9M across 2,147 accounts in assets under management.
How do I contact Jason Lockridge?
Through Jason's website, www.southernadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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